DFAW vs. AVGV
Compare and contrast key facts about Dimensional World Equity ETF (DFAW) and Avantis ALL Equity Markets Value ETF (AVGV).
DFAW and AVGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAW is an actively managed fund by Dimensional. It was launched on Sep 26, 2023. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAW or AVGV.
Correlation
The correlation between DFAW and AVGV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFAW vs. AVGV - Performance Comparison
Key characteristics
DFAW:
1.52
AVGV:
1.10
DFAW:
2.07
AVGV:
1.55
DFAW:
1.28
AVGV:
1.20
DFAW:
2.32
AVGV:
1.76
DFAW:
8.35
AVGV:
5.81
DFAW:
2.20%
AVGV:
2.52%
DFAW:
12.05%
AVGV:
13.24%
DFAW:
-7.94%
AVGV:
-10.54%
DFAW:
-1.37%
AVGV:
-2.16%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFAW having a 3.43% return and AVGV slightly lower at 3.26%.
DFAW
3.43%
3.43%
10.37%
18.79%
N/A
N/A
AVGV
3.26%
3.26%
9.30%
15.53%
N/A
N/A
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DFAW vs. AVGV - Expense Ratio Comparison
DFAW has a 0.25% expense ratio, which is lower than AVGV's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFAW vs. AVGV — Risk-Adjusted Performance Rank
DFAW
AVGV
DFAW vs. AVGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional World Equity ETF (DFAW) and Avantis ALL Equity Markets Value ETF (AVGV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFAW vs. AVGV - Dividend Comparison
DFAW's dividend yield for the trailing twelve months is around 1.42%, less than AVGV's 2.25% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
DFAW Dimensional World Equity ETF | 1.42% | 1.47% | 0.42% |
AVGV Avantis ALL Equity Markets Value ETF | 2.25% | 2.33% | 1.14% |
Drawdowns
DFAW vs. AVGV - Drawdown Comparison
The maximum DFAW drawdown since its inception was -7.94%, smaller than the maximum AVGV drawdown of -10.54%. Use the drawdown chart below to compare losses from any high point for DFAW and AVGV. For additional features, visit the drawdowns tool.
Volatility
DFAW vs. AVGV - Volatility Comparison
Dimensional World Equity ETF (DFAW) and Avantis ALL Equity Markets Value ETF (AVGV) have volatilities of 3.23% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.